We are in an AI Bubble: the big question is if this bubble will worth it for the physical infrastructure and coordinated ...
Amazon says the constraint right now is power, not chips; it’s giving plenty of the latter to OpenAI. Then, Amazon solves ...
Google’s earnings are great, and GCP alone justifies more capex; Meta, meanwhile, is being punished for not having a clear product application for AI. Subscribe to Stratechery Plus for full access.
The best Stratechery content from the week of October 27, 2025, including Taylor Sheridan saving television, the TSMC brake, and Victor Wembanyama taking flight.
An interview with Substrate CEO James Proud about X-ray lithography, disrupting TSMC, and betting on American innovation.
Nvidia makes its pitch to DC to preserve its CUDA moat, which also explains the challenges facing Qualcomm’s new chip. Then, ...
The best Stratechery content from the week of October 20, 2025, including the cost of resiliency, F1 makes it official with Apple, and a new era for NBA broadcasting.
Netflix’s growth will depend on advertising; then, more evidence that Netflix was uniquely responsible for KPop Demon Hunters ...
There seems, at first glance, to be little in common between the two big stories of the last two weeks. On October 9, China announced expansive export controls on rare earths, which are critical to ...
Some results have been hidden because they may be inaccessible to you
Show inaccessible results
Feedback